Redwood Trust, Inc. (RWT)

mars220 (63.84) Submitted: 1/03/08 6:09 PM : Start Price: $30.95 RWT Score: 12.21

Highly levereged -- paying dividends through borrowings. Will have to continue issuing stock, sell off long term assets (at a discount), or reduce dividend in order to satisfy dividend obligations -- any way you cut it price should go down.

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hirshey (92.49) Submitted: 3/03/08 9:47 PM : Start Price: $29.57 RWT Score: 15.09

Where to start...

-has poor fundamentals
-trades over-valued with an abnormally high P/E (especially relative to long-term growth prospects)
-resides in the real estate sector, facing credit problems and overall depreciation of a...

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epsg (< 20) Submitted: 11/12/07 7:35 PM : Start Price: $30.15 RWT Score: -10.04

I have been watching this stock for the last few years and bought a couple of big blocks at 25 a few weeks ago. The dividend rate used by the rating services consistently misses the December surprise of two dollars a share or more each year. At $25 a...

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TMFBBQPorkMogul (77.35) Submitted: 12/22/07 3:25 PM : Start Price: $33.06 RWT Score: -13.10

Well-financed, conservative management. Exposure to lousy mortgages should be minimal, at least relative to the more aggressive hosers in this space. Should at least do 15% growth per year, including dividends, for at least 5 years.

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osborta (< 20) Submitted: 11/06/07 3:28 PM : Start Price: $26.19 RWT Score: 0.14

Contrarian pick - this company is a REIT defined in their profile as "Real Estate and Mortgage backed securities" - yikes! And it is based in California, no less! Double-yikes! BUT, it has a ton of cash and looks like it is seeking to take advanta...

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sunilnicholas (54.42) Submitted: 5/11/07 7:52 AM : Start Price: $43.81 RWT Score: -24.11

REIT paying out almost 6%, plus the stock price is still a little low so look to get appreciation in the price as long as it's under 55.

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scooter1958 (52.38) Submitted: 6/29/07 10:46 AM : Start Price: $43.50 RWT Score: -23.29

This company is using the chaos in the subprime markets to strengthen their competitive advantage.


Look for good growth in cash as housing picks back up. Maybe in a few months, maybe in a few years. The gains should be accelerated when...

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bdash (< 20) Submitted: 8/15/08 9:50 PM : Start Price: $19.16 RWT Score: -12.14

paying a $3 or 14.5% dividend while losing $44 a share and change doesn't work. The dividend will be cut. They are also in one of the worst industries for investment at this point: mortgage investment.

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Gordogato (40.83) Submitted: 3/27/08 1:10 PM : Start Price: $33.43 RWT Score: -20.17

RWT has worked during the REIT crisis to position themselves to be one of the industry leaders the next time the real estate cycle goes through an "up" phase.

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scvballplyr (20.29) Submitted: 4/01/08 6:32 PM : Start Price: $38.17 RWT Score: 24.31

Overvalued, significant ALT-A exposure, no catalysts for growth.

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